What is crowdfunding? Why should you think about it? More importantly, how do you do it? Here's 8 steps to launching your own crowdfunding campaign.

1. CROWDFUNDING 101.
How you can launch your own
crowdfunding campaign in 8
easy steps.

2. WELCOME!
@BRADYJOSEPHSON
Strategic Director, Charity Express
Client Success Team Lead, Peer Giving Solutions
Empowering people to act on the human spirit of charity.

3. FIRST, A STORY.

4. NEW SCHOOL
IS ACTUALLY
THE OLDEST OF
SCHOOLS.
Art director Alexis Persani. Photographer Leo Caillard.

5. WHAT IS CROWDFUNDING?
The collective effort of individuals
who network and pool their money
to support efforts initiated by
other people or organizations.

6. WHAT IS SOCIAL FUNDRAISING.
CROWDFUNDING
• Project based
• Purpose is
fundraising
• Driven by a person or
an organization
• Options to choose a
project
• Think Kiva
PEER TO PEER
• Person based
• Purpose is
engagement
• Driven by a person or
group of people
• Focusing energy
towards one project
• Think charity: water

7. WHY CROWDFUNDING?
FOR THEM
• Know what they are
funding
• Follow along to see
the impact
• Easy, affordable and
accessible
• “Bang for buck”
FOR YOU
• Engagement with
new/different
supporters
• Acquire new donors
in new networks
• Because donors love
it
• Straightforward

8. WHY CROWDFUNDING?

9. Carve out a tangible
funding opportunity
1
Connect with outsiders6
Check in regularly for
engagement
7
Capture and tell a great
story
2
Choose a platform3
Create your project4
Communicate with
insiders
5
Close the loop8
HOW CROWDFUNDING?
8 STEPS FOR A SUCCESSFUL CAMPAIGN.

10. CARVE OUT A TANGIBLE FUNDING
OPPORTUNITY.
• SMART
– Specific
– Measurable
– Attainable
– Relevant
– Time bound

11. USE INCENTIVES
AND PERKS LIKE
MATCHING
FUNDS, IT
WORKS.
Art director Alexis Persani. Photographer Leo Caillard.

12. CARVE OUT A TANGIBLE FUNDING
OPPORTUNITY.
Dalit Freedom Network
“For Freedom”
• $25,000 in 2 months
is matched to provide
another year of
education to 200
Dallit children
• $150 when matched
provides another year
of school

13. CARVE OUT A TANGIBLE FUNDING
OPPORTUNITY.
Connected by 25
Supper Club
• $1000 for Supper
Club to support 15
youth in a safe,
friendly environment
• $250 for one week of
Supper Club

14. USE DONATION
ANCHOR
AMOUNTS THAT
MEAN
SOMETHING.
Art director Alexis Persani. Photographer Leo Caillard.

15. CAPTURE AND TELL A GREAT
STORY.
• Story Types
– Genesis
– Future
– Beneficiary
– Staff
– Confession
– Donor/Supporter
• Video!

16. Art director Alexis Persani. Photographer Leo Caillard.
LET LOGIC AND
EMOTION
(NUMBERS AND
STORIES) WORK
TOGETHER.

17. CAPTURE AND TELL A GREAT
STORY.
• For CMHA Kelowna
– From a kid in the program
– From a project manager
– From a past beneficiary
– From the Executive Director
– From a donor or volunteer

18. CHOOSE A PLATFORM.
• 5 Questions
1. Do you need/want the donor information?
2. How much brand control do you want?
3. Do you want a tool that can access a pool of
supporters?
4. Do you want to provide updates during and
after the project?
5. How do you prefer to pay for the project?

19. Art director Alexis Persani. Photographer Leo Caillard.
DON’T BE AFRAID
OF TRANSACTION
COSTS, YOU ONLY
PAY IF YOU
SUCCEED.

20. 5 CANDIAN PLATFORMS.
• Third Party Sites
– FundRazr
– Chimp
– Giveffect
• Your Own Site
– Peer Giving
– Artez

21. FUNDRAZR.

22. FUNDRAZR.

23. FUNDRAZR.
Good
• Free/easy to set up
• Mobile
• Social integrations
• Charity adaptability
• Widget for your own
site
• Access to audience
Bad
• 5% plus CC
• Lack of brand
• Not created for
charities

24. CHIMP.

25. CHIMP.

26. CHIMP.
Good
• Easy to use
• 1% plus CC
• Free & easy set up
• Tax receipts
• Donation widget
• Automated matching
• Access to donors
(limited)
Bad
• Lack of brand
• Donor information
• Customization

27. GIVEFFECT.

28. GIVEFFECT.

29. GIVEFFECT.
Good
• Tax receipting and
donor information
• Interactive with simple
updates
• Charity focused
Bad
• Limited branding
• Only charities that
sign up with them can
receive funds

30. PEER GIVING.

31. PEER GIVING.

32. PEER GIVING.
Good
• Brand
• Storytelling
• Full website
• Tax receipts
• Interactive with blog
updates and comments
• International receipting
and processing options
Bad
• 4% plus CC
• Full website
• Set up resources
• Template sites

33. ARTEZ.

34. ARTEZ.

35. ARTEZ.

36. ARTEZ.
Good
• Brand
• Customization options
• Event management
built in
• Mobile and multi-
channel
Bad
• Customization options
• Set up resources
• Not inherently
interactive

37. OTHER TOOLS.
• Blackbaud - Friends Asking Friends
• Indiegogo
• Kickstarter
• Canada Helps

38. TOOLS DON’T
RAISE MONEY,
PEOPLE DO.
Art director Alexis Persani. Photographer Leo Caillard.

39. CREATE YOUR PROJECT.

40. CREATE YOUR PROJECT.

41. COMMUNICATE TO INSIDERS.
• Send an eBlast out to those that know and
already love you
– Tell them what’s coming
– Ask them to give
– Ask them to share
• Let your staff and board know about it and
what they can do

42. COMMUNICATE TO INSIDERS.

43. Art director Alexis Persani. Photographer Leo Caillard.
DON’T RELY ON
YOUR SUCCESFUL
CAMPAIGN TO GET
AN AUDIENCE.
RELY ON YOUR
AUDIENCE TO GET
YOU A SUCCESSFUL
CAMPAIGN.

44. CONNECT WITH OUTSIDERS.
• Share on social media
– Videos, photos
• Write a blog post about it
• Tag friends, family, staff and insiders who
have given in Facebook updates
• Get staff and board to share through
personal updates

45. CONNECT WITH OUTSIDERS.

46. Art director Alexis Persani. Photographer Leo Caillard.
FACEBOOK IS
GENERALLY BEST
FOR DRIVING
TRAFFIC AND
DONATIONS.

47. CHECK IN FOR ENGAGEMENT.
• Provide updates on the project, work and
crowdfunding campaign
• Look for comments
• Respond to questions, comments, etc.

48. CHECK IN FOR ENGAGEMENT.

49. CLOSE THE LOOP.
• Thank everyone for giving and sharing
• Tell them how the campaign ended
• Follow up with results and stories on
impact

50. CLOSE THE LOOP.

51. CLOSE THE LOOP.

52. CLOSE THE LOOP.

53. Create your project
Connect with outsiders
Check in for engagement
Capture and tell a great story
Choose a platform
Communicate to insiders
Carve out a tangible funding opportunity
Close the loop
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HOW CROWDFUNDING?

54. FREE MONEY!
• $200 of matching funds to
help with your campaign if
you choose to use Chimp
• Email me
brady@charityexpress.com

55. FREE TOOLKIT.

56. @BRADYJOSEPHSON
Strategic Director, Charity Express
Client Success Team Lead, Peer Giving Solutions
brady@charityexpress.com
THANK YOU!
Empowering people to act on the human spirit of charity.